Investments

Aristata includes a rich and tightly integrated investments management application complete with integrated client portfolio tracking, manager research, embedded client reporting, and integrated CRM. Integration with existing portfolio accounting systems provides managers with a single interface to access client information.

KEY BENEFITS

■	Track all information related to client portfolios in a single place.

■	Have a defined process/framework for how the office tracks client portfolios and manager research.

■	For offices that use an investment consultant, have a single location to track and document all qualitative activities and correspondence related to recommended investment managers.

■	Offices that conduct their own due diligence use the manager research application to document their recommendations in published reviews.

INVESTMENTS COMPONENTS

Administration - manage policy templates, asset classifications, and integration with 3rd-party portfolio reporting systems.

Client Portfolios - track client portfolio information including policy statements, target asset allocations, accounts, holdings, etc.

Client Reporting - manage the investment reporting workflow process and create custom investment reports tailored exactly the way you want and with your look-and-feel.

Manager Research - track and document all qualitative activities and correspondence related to recommended investment managers.

PORTFOLIO ACCOUNTING SYSTEM INTEGRATION

Aristata tightly integrates with existing customer portfolio accounting systems to provide the best comprehensive solution for our customers.